Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.

This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179B
AUM Growth
+$17.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1 +$784M
2 +$762M
3 +$712M
4
META icon
Meta Platforms (Facebook)
META
+$671M
5
UBER icon
Uber
UBER
+$635M

Top Sells

1 +$1.16B
2 +$920M
3 +$897M
4
UNH icon
UnitedHealth
UNH
+$781M
5
CSCO icon
Cisco
CSCO
+$637M

Sector Composition

1 Technology 30.01%
2 Healthcare 10.79%
3 Financials 10.13%
4 Consumer Discretionary 9.89%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6.19M ﹤0.01%
166,070
-1,219
402
$6.19M ﹤0.01%
57,619
+3,625
403
$6.15M ﹤0.01%
366,830
+153,148
404
$5.98M ﹤0.01%
63,835
+58,789
405
$5.93M ﹤0.01%
99,618
-1,580
406
$5.82M ﹤0.01%
47,550
+1,048
407
$5.74M ﹤0.01%
284,015
+61,388
408
$5.71M ﹤0.01%
78,926
-19,391
409
$5.71M ﹤0.01%
70,392
+13,178
410
$5.66M ﹤0.01%
924,410
-706
411
$5.6M ﹤0.01%
155,040
-652
412
$5.55M ﹤0.01%
25,271
+1,157
413
$5.48M ﹤0.01%
45,831
+33,933
414
$5.47M ﹤0.01%
57,053
-1,275
415
$5.4M ﹤0.01%
43,747
+1,957
416
$5.37M ﹤0.01%
48,586
+11,817
417
$5.29M ﹤0.01%
206,323
+31,651
418
$5.21M ﹤0.01%
10,963
+5,965
419
$5.18M ﹤0.01%
21,392
-1,227
420
$5.16M ﹤0.01%
119,801
-37,027
421
$5.15M ﹤0.01%
2,147
+54
422
$5.14M ﹤0.01%
36,774
+8,428
423
$5.07M ﹤0.01%
70,861
-2,154
424
$5.03M ﹤0.01%
37,158
+1,884
425
$5.03M ﹤0.01%
281,685
-2,918